Community Financial Services Group’s Vanguard Energy ETF VDE Stock Holding History

Community Financial Services Group’s Portfolio VDE Stock Details VDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$59.6K	Buy	+399	New	+$64.6K	0.01%	218

Other funds holding VDE

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Community Financial Services Group's VDE Position: Q2 2026 in Review

Community Financial Services Group opened a new position in Vanguard Energy ETF (VDE) in Q2 2026: 399 shares worth $59.6K. The stake represents 0.01% of the portfolio and ranks #218 among its holdings.

157 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Community Financial Services Group held 399 shares of Vanguard Energy ETF worth $59.6K as of Q2 2026.
Vanguard Energy ETF was a new Community Financial Services Group position in Q2 2026.
Vanguard Energy ETF made up 0.01% of Community Financial Services Group's portfolio in Q2 2026, its #218 holding.
157 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.